Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 13 Feb 2025)
    • [FCA CF] Functions requiring qualifications (21 Mar 2023 to 30 Apr 2024)
  • First Complete Limited (no longer approved here)

    FRN 435779

    • Appointed representative dealing with clients for which they require qualification (2 May 2024 to 3 Dec 2024)
  • Momentum Financial Services Ltd (no longer approved here)

    FRN 1011740

    • Appointed representative dealing with clients for which they require qualification (1 May 2024 to 11 Feb 2025)
  • Key Retirement Solutions Limited (no longer approved here)

    FRN 224987

    • Appointed representative dealing with clients for which they require qualification (15 Jul 2020 to 20 Oct 2022)
  • Mortgage Advice Bureau Limited (no longer approved here)

    FRN 455545

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Oct 2022)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (26 Sep 2011 to 31 Jul 2012)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (9 Nov 2009 to 12 Sep 2011)

Recent activity

Updates to this individual's record on the FCA register.

No changes recorded yet.